Enrolled Agent - 50% Remote
Creative Financial Staffing
Atlanta Georgia
United States
Other
(No Timezone Provided)
This is an exciting role for a Tax Services professional with strong business acumen. Someone known for innovative ideas and thought leadership, interested in being part of a dynamic team working to achieve outstanding results every day.
This is a client facing role where there will be an emphasis on Customer Relationship Management, where the Enrolled Agent will be qualifying (and closing) sales leads and then, with the help of clerical staff handling the admin duties, preparing and delivering the tax returns. Tax Planning with new and existing clients will also be a significant part of this role. The Enrolled Agent will also attend some networking events and serve as liaison to sister Financial Planning practice.
Experience
- Certified Enrolled Agent
- Understanding of Tax preparation, Tax Filing and accounting practices -3-5 years preferred
- CRM experience advantageous
- Excellent Communication Skills- some public speaking to small groups required
- Degree in Business or Accounting and/or M.Tx. preferred
REMOTE 50 % depending on the season
Enrolled Agent - 50% Remote
Creative Financial Staffing
Atlanta Georgia
United States
Other
(No Timezone Provided)
This is an exciting role for a Tax Services professional with strong business acumen. Someone known for innovative ideas and thought leadership, interested in being part of a dynamic team working to achieve outstanding results every day.
This is a client facing role where there will be an emphasis on Customer Relationship Management, where the Enrolled Agent will be qualifying (and closing) sales leads and then, with the help of clerical staff handling the admin duties, preparing and delivering the tax returns. Tax Planning with new and existing clients will also be a significant part of this role. The Enrolled Agent will also attend some networking events and serve as liaison to sister Financial Planning practice.
Experience
- Certified Enrolled Agent
- Understanding of Tax preparation, Tax Filing and accounting practices -3-5 years preferred
- CRM experience advantageous
- Excellent Communication Skills- some public speaking to small groups required
- Degree in Business or Accounting and/or M.Tx. preferred
REMOTE 50 % depending on the season